The difference between the Vanderbilt and Rockefeller legacies isn't just about money—it's about preparation. In this episode of Purposeful Planning, we explore how wealthy families can prepare the next generation to become responsible stewards of financial and philanthropic legacies. With $124 trillion expected to transfer between generations in the coming decades, the importance of communication, education, and values-based planning has never been greater. 

Sources:   

1. https://www.aspenwealthmgmt.com/resource-center/blog/different-stages-of-the-financial-journey 
2. https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048#:~:text=However%2C%20Gen%20X%20stands%20to,those%20recipients%2C  
3. https://www.aspenwealthmgmt.com/resource-center/estate/test-your-estate-strategy-knowledge 
4. https://www.aspenwealthmgmt.com/resource-center/financial-planning/next-generation-financial-leadership  

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  

This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. 

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